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Iams Wealth Management’s Procter & Gamble PG Stock Holding History

Iams Wealth Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,144
Closed -$3.01M – 208
2023
Q2 		$3.01M Buy
+20,144
New +$3.04M 1.1% 27

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Iams Wealth Management's PG Position: Q2 2026 in Review

Iams Wealth Management increased its Procter & Gamble (PG) stake by 14% in Q2 2026, buying an estimated $272K and bringing the position to 15,388 shares worth $2.26M. The position accounts for 0.68% of the portfolio, ranked #44.

Iams Wealth Management first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.09M in Q1 2025. 1,636 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Iams Wealth Management held 15,388 shares of Procter & Gamble worth $2.26M as of Q2 2026.
  • Iams Wealth Management bought 1,868 Procter & Gamble shares in Q2 2026, an estimated $272K.
  • Procter & Gamble made up 0.68% of Iams Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Iams Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's Procter & Gamble position peaked at $3.09M in Q1 2025.
  • 1,636 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.